High Net Worth Individuals

We offer specialised accounting services designed to meet the complex financial needs of high-net-worth individuals and families

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High Net Worth Accounting

We offer specialised accounting services designed to meet the complex financial needs of high-net-worth individuals and families. Our approach is personal, discreet, and proactive — ensuring that your wealth is structured efficiently and your financial affairs are always compliant and well-managed. We understand the challenges that come with managing significant assets, and we work closely with you to provide clarity, control, and peace of mind. Our expert team provides comprehensive support in areas such as strategic tax planning, wealth management, and estate and trust planning. We help you develop long-term strategies that minimise tax exposure, protect family assets, and align with your personal and financial goals. Whether you have investments, property portfolios, or business interests, we ensure every aspect of your finances works together efficiently. At Sheen Stickland, we pride ourselves on building lasting relationships based on trust and integrity. Our high-net-worth clients value our attention to detail, forward-thinking advice, and ability to adapt to evolving financial landscapes. We take the time to understand your priorities — from legacy planning to charitable giving — and deliver tailored solutions that preserve and grow your wealth for generations to come.

Our Services

Strategic Tax Planning

We provide intelligent tax planning designed to protect and grow your wealth. Our advisers take a long-term view, structuring your income, investments, and assets to minimise tax exposure while remaining fully compliant. We ensure every element of your financial life works efficiently and strategically together.

Wealth Management & Preservation

Our wealth management services help you maintain, grow, and protect your assets over time. We work closely with you and your financial advisers to create a tailored plan focused on stability, diversification, and long-term security for you and your family.

Estate & Trust Planning

Our team provides expert guidance on estate and trust structures to help you pass on wealth efficiently and in line with your wishes. From inheritance tax planning to trust administration, we ensure your assets are managed responsibly and with care for future generations.

Tax Compliance

We handle all aspects of personal and family tax compliance, ensuring your obligations are met accurately and on time. Our proactive approach identifies opportunities for optimisation while maintaining full transparency with HMRC, giving you peace of mind and confidence in your affairs.

Land & Property Advice

For those with significant property holdings, we offer specialist advice on ownership structures, acquisitions, and disposals. Our guidance ensures tax efficiency and clarity across both UK and international property portfolios, helping you maximise value and reduce exposure.

Succession & Family Governance

We assist in building frameworks that ensure your wealth is preserved and transferred seamlessly. Whether you’re preparing for generational succession or establishing a family office, our advisers provide clarity, structure, and a long-term strategy for continuity and harmony.

Our Accreditation & Partners

Preserving wealth

We have experience in planning for the future. Perhaps you are looking to the next generation or wanting to protect assets. Our tax experts assess the whole picture, from persaonal wealth to business interests and can offer a strategy that can protect what you value most and sheild against unintended tax liabilities.

Whether it is the use of a trust, or capital gains and inheritance tax planning, acting early can save significant amounts of tax.

Trusts

We offer comprehensive trust package, from annual accounts, trust tax returns, 10 year and exit charge calculations, alongside future trust planning advice.

We can simplify the process so you can focus on the overall objective, protecting assets and transferring family wealth between generations.

What our Clients Say About our Services

Andrew Minkow

We've used Sheen Stickland for many years to handle a number of services and provide advice related to all of our UK-based companies. Our team at Sheen has shifted over the years, but it has always been highly knowledgeable, professional, and consistently responsive to our needs, which have evolved and grown. Whether it's day-to-day bookkeeping, complex tax advice, payroll, or navigating UK-specific regulations, they always go above and beyond to ensure everything runs smoothly.

Philip Haines

Taking over as Treasurer of a Community Benefit Society I was appalled at the fees being charged by this small firm of accountants who appeared to have no knowledge of our sphere of activities, imo. The Partner that was assigned to us was unhelpful and rude, imo. We terminated their services shortly afterwards and paid less in total for the 4 subsequent years, than with Sheen Stickland, in one year. The tax advice and service was also much better imo.

Private PA

We have been using the services of Sheen Stickland for a number of years, for tax returns, VAT returns, small company accounts and payroll. Paula Joyce and her team are reliable, approachable, responsive and a delight to deal with. They handle everything with a human touch and just make running our business so much easier. I can warmly recommend them.

H James

We have used Sheen Stickland’s services for our SME group for a number of years. The service they provide is excellent. The staff are friendly, knowledgeable and quick to respond to any queries across a range of topics, with a wealth of expertise across their team. The team always ensure deadlines are met while accommodating timelines and availability on the client side. Highly recommended.

Gillian Silverthorn

I am so impressed with Sheen Stickland, I’ve never found a more professional company in my 45 years of business so I felt the need to review them and let them know. Mark Harding has been my main contact for personal and business accounts, he is super efficient replying promptly to every email or phone call. I honestly can’t recommend them enough Gillian